Financial Planning Week
FP Canada™ and the Institut québécois de planification financière (IQPF) launched Financial Planning Week in 2009. Part of Financial Literacy Month (November), this national event, which takes place annually, is an opportunity to raise awareness about the benefits of financial planning and celebrate the profession.
Financial Planning Week 2023 takes place November 19-25, 2023.
The FP Canada Financial Planning Conference
During Financial Planning Week, FP Canada hosts its Financial Planning Conference, providing members of the profession with the opportunity to network, learn, and share ideas. In 2022, over 2,000 professionals joined us for the conference.
The 2023 Financial Planning Conference takes place virtually from November 21-23.
What Past Participants Say…
“Relevant, insightful, practical, valuable… all things I look for in a conference.”
“I am so pleased with my decision to attend. The virtual conference has been great. I hope going forward there is always a virtual option.”
About FP Canada
FP Canada is a national not-for-profit organization that provides education, certification, and professional oversight for the financial planning profession. It is dedicated to championing better financial well-being for all Canadians by leading the advancement of professional financial planning across the country.
FP Canada is committed to IMAGINE 2030: a vision for the future in which all Canadians have access to professional financial planning that supports their diverse needs.
FP Canada Certifications
FP Canada offers two professional financial planning certifications: CERTIFIED FINANCIAL PLANNER® certification and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ certification.
CERTIFIED FINANCIAL PLANNER certification is the world’s most recognized financial planning designation and is considered the ‘gold standard’ for the profession. CFP professionals have demonstrated the knowledge, skills, experience, and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
QUALIFIED ASSOCIATE FINANCIAL PLANNER certification is ideal for professionals focused on helping clients who want to grow their financial well-being. QAFP professionals have demonstrated the knowledge, skills, experience and ethics to understand client needs as change happens and strategies evolve. They serve a diverse population by offering holistic advice for today's speed of life.